| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 19,766 | $1.63M | $1.62M | -$9,787.63 | -0.6% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 153,197 | $12.52M | $12.56M | $41,047.04 | 0.33% |
Brian Glenn Premier Path Wealth Partners, LLC | 101,739 | $8.24M | $8.34M | $98,329.84 | 1.19% |
| AK Alisha Kamadia United Community Bank | 32,635 | $2.69M | $2.67M | -$21,003.85 | -0.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 228,030 | $18.89M | $18.7M | -$193,825.22 | -1.03% |
James Rankin Modern Wealth Management, LLC | 849,764 | $69.8M | $69.68M | -$119,754.27 | -0.17% |
Joseph C. Gissy Tactive Advisors, LLC | 19,703 | $1.62M | $1.62M | -$8,628.45 | -0.53% |
Angela Kelley HTLF Bank | 77,112 | $6.33M | $6.32M | -$3,084.32 | -0.05% |
Amir Har-El Savvy Advisors, Inc. | 26,993 | $2.23M | $2.21M | -$19,724.41 | -0.88% |
Ann Keitner Quantum Portfolio Management LLC | 288 | $23,648 | $23,616 | -$32 | -0.14% |
David W. Lewis Lewis Asset Management, LLC | 2,671 | $221,736.44 | $219,022 | -$2,714.44 | -1.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,486 | $1.2M | $1.19M | -$13,621.57 | -1.13% |
Owen McCabe Tyche Wealth Partners LLC | 3,755 | $311,170.56 | $307,534.5 | -$3,636.06 | -1.17% |
CARL LYMANGOOD Petros Family Wealth, LLC | 48,808 | $4.03M | $4M | -$23,942.73 | -0.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 173 | $14,264 | $14,186 | -$78 | -0.55% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 14,546 | $1.2M | $1.19M | -$6,252.32 | -0.52% |
Mark Fonville Fonville Wealth Management LLC | 5,295 | $439,151.06 | $434,190 | -$4,961.06 | -1.13% |
Cody Gehman Stonebridge Financial Group, LLC | 20,245 | $1.68M | $1.66M | -$17,649.1 | -1.05% |
Kent Keister Bear Mountain Capital, Inc. | 379 | $31,174 | $31,078 | -$96 | -0.31% |
Thomas Hood Alternative Investment Advisors, LLC. | 4,769 | $396,008.16 | $390,533.41 | -$5,474.75 | -1.38% |